Capital Flow Monitor · Sponsors · CIK 1732357
CIS Balanced Investment Partners
1210 BROADCASTING ROAD, WYOMISSING, PA, 19610 · 6103767418
Pooled Investment Fund / Other Investment Fund · Limited Partnership· inc. PENNSYLVANIA true
Fit score
—
Offering
—
Sold
$32.4M
% sold
—
Investors
113
Min investment
$100K
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-07-02 | D ·current | 506(b) | — | $32.4M | — | 113 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
Debora M. Covell — Executive Officer, WYOMISSING, PA
4 other raises
- CIS Index OverWrite Partners $13.5M of —
- CIS HEDGED GROWTH PARTNERS $18.8M of —
- CIS Balanced Investment Partners II $10.4M of —
- CIS AGGRESSIVE GROWTH PARTNERS $11.4M of —
-
Peter J. Connors — Executive Officer / Director, Wyomissing, PA
6 other raises
- CIs Microcap Growth Partners $10.4M of $10.4M · 100.0%
- CIS Index OverWrite Partners $13.5M of —
- CIS INCOME & GROWTH PARTNERS $21.7M of —
- CIS HEDGED GROWTH PARTNERS $18.8M of —
- CIS Balanced Investment Partners II $10.4M of —
- CIS AGGRESSIVE GROWTH PARTNERS $11.4M of —
-
Marlin Miller — Director, Wyomissing, PA
6 other raises
- CIs Microcap Growth Partners $10.4M of $10.4M · 100.0%
- CIS Index OverWrite Partners $13.5M of —
- CIS INCOME & GROWTH PARTNERS $21.7M of —
- CIS HEDGED GROWTH PARTNERS $18.8M of —
- CIS Balanced Investment Partners II $10.4M of —
- CIS AGGRESSIVE GROWTH PARTNERS $11.4M of —
-
Paul G. Oxholm — Director, Wyomissing, PA
5 other raises
- CIS Index OverWrite Partners $13.5M of —
- CIS INCOME & GROWTH PARTNERS $21.7M of —
- CIS HEDGED GROWTH PARTNERS $18.8M of —
- CIS Balanced Investment Partners II $10.4M of —
- CIS AGGRESSIVE GROWTH PARTNERS $11.4M of —
-
Francis Kevin Crawford — Director, Wyomissing, PA
1 other raise
- CIS HEDGED GROWTH PARTNERS $18.8M of —
-
Steven Silverman — Executive Officer, Wyomissing, PA
6 other raises
- CIs Microcap Growth Partners $10.4M of $10.4M · 100.0%
- CIS Index OverWrite Partners $13.5M of —
- CIS INCOME & GROWTH PARTNERS $21.7M of —
- CIS HEDGED GROWTH PARTNERS $18.8M of —
- CIS Balanced Investment Partners II $10.4M of —
- CIS AGGRESSIVE GROWTH PARTNERS $11.4M of —
-
Robert J. Cagliola — Executive Officer, Wyomissing, PA
4 other raises
- CIS Index OverWrite Partners $13.5M of —
- CIS HEDGED GROWTH PARTNERS $18.8M of —
- CIS Balanced Investment Partners II $10.4M of —
- CIS AGGRESSIVE GROWTH PARTNERS $11.4M of —
-
Brian G. McCoy — Executive Officer, Wyomissing, PA
4 other raises
- CIS Index OverWrite Partners $13.5M of —
- CIS INCOME & GROWTH PARTNERS $21.7M of —
- CIS HEDGED GROWTH PARTNERS $18.8M of —
- CIS AGGRESSIVE GROWTH PARTNERS $11.4M of —
-
Steven Pottieger — Executive Officer, Wyomissing, PA
5 other raises
- CIS Index OverWrite Partners $13.5M of —
- CIS INCOME & GROWTH PARTNERS $21.7M of —
- CIS HEDGED GROWTH PARTNERS $18.8M of —
- CIS Balanced Investment Partners II $10.4M of —
- CIS AGGRESSIVE GROWTH PARTNERS $11.4M of —
-
Thomas Raymond Platt — Executive Officer, Wyomissing, PA
4 other raises
- CIS Index OverWrite Partners $13.5M of —
- CIS HEDGED GROWTH PARTNERS $18.8M of —
- CIS Balanced Investment Partners II $10.4M of —
- CIS AGGRESSIVE GROWTH PARTNERS $11.4M of —
-
Robert Hahn — Executive Officer, Wyomissing, PA
6 other raises
- CIs Microcap Growth Partners $10.4M of $10.4M · 100.0%
- CIS Index OverWrite Partners $13.5M of —
- CIS INCOME & GROWTH PARTNERS $21.7M of —
- CIS HEDGED GROWTH PARTNERS $18.8M of —
- CIS Balanced Investment Partners II $10.4M of —
- CIS AGGRESSIVE GROWTH PARTNERS $11.4M of —
-
Ryan McCallum — Executive Officer, Reading, PA
2 other raises
- CIs Microcap Growth Partners $10.4M of $10.4M · 100.0%
- CIS INCOME & GROWTH PARTNERS $21.7M of —
-
Joni Naugle — Director, Reading, PA
5 other raises
- CIs Microcap Growth Partners $10.4M of $10.4M · 100.0%
- CIS Index OverWrite Partners $13.5M of —
- CIS INCOME & GROWTH PARTNERS $21.7M of —
- CIS HEDGED GROWTH PARTNERS $18.8M of —
- CIS AGGRESSIVE GROWTH PARTNERS $11.4M of —
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.